ABOUT ROGER

Roger Ma | Certified Financial Planner | New York

who

I'm Roger Ma, a NYC-based CERTIFIED FINANCIAL PLANNER and founder of lifelaidout®.

I work with individuals and families across the country to help them set and reach their financial and life goals so they can focus their time where it really matters. 

Roger Ma | Certified Financial Planner | New York

how

When I work with clients, I focus on breaking down complex situations into simple themes and communicate in an easy-to-understand way, without all of the financial jargon. I try to make the financial planning process interesting, educational, and fun for clients.

Roger Ma | Certified Financial Planner | New York

why

While working in investment banking at Morgan Stanley, I became more interested in the personal side of finance than the corporate side. That passion led me on a path to learn everything I could about personal finance and ultimately become a financial planner. 


Roger Ma | Certified Financial Planner | New York

Education

  • New York University
    • Certificate in Financial Planning
  • Carnegie Mellon University
    • Bachelor of Science in Business and Economics

certifications

WORK EXPERIENCE

  • Personal Finance Contributor, Forbes and TheStreet
  • Investment Banking, Morgan Stanley
  • Revenue Intelligence, Google